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Disclosery

EPR EPR PPTYS

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REIT (common), issuer CIK 1045450

409 managers (420 13F filers) reported a position in EPR shares at 2025-06-30, 60,453,938 shares in all. 68 filers opened a position and 38 filers sold out during the quarter.

Managers
409
13F filers
420
New
68
Added
168
Reduced
116
Sold out
38
Shares held by filers
60,453,938

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Cambridge Investment Research Advisors,…9,998$583K<0.01%+85513F-HRTimeline
Teamwork Financial Advisors, LLC9,983$582K0.07%-1,00113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9,784$570K0.01%-17713F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS9,703$565K<0.01%+95213F-HRTimelineGroup
HighTower Advisors, LLC9,658$563K<0.01%-77613F-HRTimeline
Chicago Partners Investment Group LLC9,559$559K0.02%+4,51613F-HRTimeline
Crossmark Global Holdings, Inc.9,524$555K0.01%+10913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,436$550K<0.01%+3,73013F-HRTimeline
D.A. DAVIDSON & CO.9,408$548K<0.01%+47013F-HRTimeline
QUADRANT CAPITAL GROUP LLC9,405$548K0.02%+2313F-HRTimeline
SYON CAPITAL LLC9,218$537K0.04%new13F-HRTimeline
Horizon Investments, LLC9,226$535K0.01%new13F-HRTimeline
Waterloo Capital, L.P.9,151$533K0.04%-83213F-HRTimeline
Bayforest Capital Ltd9,087$529K0.23%new13F-HRTimeline
Cambria Investment Management, L.P.9,036$526K0.04%new13F-HRTimeline
Versant Capital Management, Inc8,983$523K0.08%+26213F-HRTimeline
BRIGHTON JONES LLC8,923$520K0.01%new13F-HRTimeline
XPONANCE LLC8,912$519K<0.01%+16613F-HRTimeline
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC8,774$511K<0.01%+91913F-HR/ATimelineGroup
Pallas Capital Advisors LLC8,652$504K0.02%+4,68213F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.8,546$497K0.04%+47513F-HRTimelineGroup
Kovack Advisors, Inc.8,532$497K0.05%+3,14313F-HRTimeline
Gotham Asset Management, LLC8,471$494K<0.01%new13F-HRTimeline
CHOREO, LLC8,403$492K0.01%+2,32713F-HRTimeline
Formidable Asset Management, LLC8,368$488K0.08%-51013F-HRTimeline
WOLVERINE TRADING, LLC8,179$471K0.01%+1,90313F-HRTimeline
DARK FOREST CAPITAL MANAGEMENT LP8,001$466K0.02%new13F-HRTimeline
Inscription Capital, LLC7,806$455K0.07%new13F-HRTimeline
Ilmarinen Mutual Pension Insurance Co7,500$437K<0.01%013F-HRTimeline
Parallel Advisors, LLC7,484$436K0.01%-6413F-HRTimeline
FAMILY WEALTH PARTNERS, LLC7,475$436K0.17%+3,39213F-HRTimeline
Callan Family Office, LLCin group Callan Family Office, LLC7,201$420K0.01%+1,96813F-HRTimelineGroup
AlphaQuest LLC7,102$414K0.04%+2,15213F-HRTimeline
Orion Porfolio Solutions, LLC7,048$411K<0.01%new13F-HR/ATimeline
Arete Wealth Advisors, LLC6,914$403K0.03%-7813F-HRTimeline
ONTARIO TEACHERS PENSION PLAN BOARDin group ONTARIO TEACHERS PENSION PLAN…6,813$397K0.01%013F-HR/ATimelineGroup
Advisory Services Network, LLC6,765$372K0.01%new13F-HRTimeline
Synergy Financial Group, LTD6,386$372K0.27%+8813F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\6,367$371K<0.01%+80013F-HRTimelineGroup
Optas, LLC6,349$370K0.07%+1,45013F-HRTimeline
Kera Capital Partners, Inc.6,345$370K0.07%new13F-HRTimeline
Byrne Asset Management LLC6,305$367K0.24%new13F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,218$362K0.21%013F-HRTimeline
MRP Capital Investments, LLC6,115$356K0.25%+81913F-HRTimeline
Sunbelt Securities, Inc.8,000$354K0.03%new13F-HRTimeline
EVERGREEN CAPITAL MANAGEMENT LLC6,000$351K0.01%+64713F-HRTimeline
Community Bank of Raymore5,955$347K0.26%013F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.5,897$344K0.04%013F-HRTimeline
EP Wealth Advisors, LLC5,883$343K<0.01%+1,00313F-HRTimeline
Baker Avenue Asset Management, LP5,726$334K0.01%+1,74913F-HRTimeline
SECURIAN ASSET MANAGEMENT, INC5,725$334K0.01%013F-HRTimeline
Merit Financial Group, LLC5,671$330K<0.01%new13F-HRTimeline
Camelot Portfolios, LLC5,500$320K0.19%-313F-HRTimeline
Monument Capital Management5,413$315K0.08%new13F-HRTimeline
Prosperity Consulting Group, LLC5,397$314K0.02%-20013F-HRTimeline
PRIVATE TRUST CO NA5,328$310K0.03%013F-HRTimeline
Harvest Fund Management Co., Ltdin group Harvest Fund Management Co., …5,195$303K0.01%new13F-HRTimelineGroup
Vanderbilt University5,192$302K0.06%-12513F-HRTimeline
Bridgefront Capital, LLC5,105$297K0.08%new13F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,990$291K<0.01%-1713F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…4,982$290K0.01%+3,09413F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC4,930$287K<0.01%-86,26813F-HRTimelineGroup
MACKENZIE FINANCIAL CORP4,822$281K<0.01%+14713F-HRTimeline
BAILARD, INC.4,800$280K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…4,700$275K0.01%013F-HRTimeline
Sanctuary Advisors, LLC4,641$270K<0.01%-73813F-HRTimeline
Sivia Capital Partners, LLC4,593$268K0.09%new13F-HR/ATimeline
Presima Securities ULC4,573$266K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,571$266K<0.01%-58413F-HRTimelineGroup
EMC Capital Management4,563$266K0.14%-4,23713F-HRTimeline
PITCAIRN COin group PITCAIRN CO4,538$264K0.02%-60213F-HR/ATimelineGroup
MARTINGALE ASSET MANAGEMENT L P4,534$264K0.01%new13F-HRTimeline
ALPS ADVISORS INCin group ALPS ADVISORS INC4,515$263K<0.01%-69013F-HRTimelineGroup
RENAISSANCE GROUP LLC4,439$259K0.01%-12913F-HRTimeline
AFFINITY INVESTMENT ADVISORS, LLC4,399$256K0.19%-1713F-HRTimeline
Waverly Advisors, LLC4,368$254K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,355$254K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,321$252K0.01%13F-HRTimeline
J.W. COLE ADVISORS, INC.4,246$247K0.01%-27613F-HRTimeline
HUB Investment Partners, LLC4,086$238K0.01%new13F-HRTimeline
Utah Retirement Systems3,995$233K<0.01%-14313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP3,994$233K<0.01%new13F-HRTimelineGroup
MGO ONE SEVEN LLC3,980$232K0.01%new13F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC3,950$230K0.04%013F-HRTimeline
TT Capital Management LLC3,925$229K0.19%-5,00013F-HR/ATimeline
Longboard Asset Management, LP3,919$228K0.57%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,879$226K<0.01%-37713F-HRTimeline
Cooper Financial Group3,810$222K0.03%new13F-HRTimeline
Lewis Asset Management, LLC3,769$220K0.1%new13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC3,701$216K0.04%new13F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.3,655$213K<0.01%new13F-HRTimelineGroup
Norinchukin Bank, Thein group Norinchukin Bank, The3,626$211K<0.01%new13F-HRTimelineGroup
Keystone Financial Services3,569$208K0.07%new13F-HRTimeline
Arrow Investment Advisors, LLC3,523$205K0.2%new13F-HRTimeline
JT Stratford LLC3,519$205K0.03%new13F-HRTimeline
Maryland State Retirement & Pension Sys…3,497$204K<0.01%new13F-HRTimeline
Heritage Wealth Advisors3,000$175K0.01%013F-HRTimeline
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,943$171K0.06%-49613F-HRTimelineGroup
Allworth Financial LP2,878$168K<0.01%+1,74313F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…2,842$166K<0.01%013F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …2,837$165K<0.01%new13F-HRTimelineGroup
Essential Partners LLC2,777$162K0.06%13F-HRTimeline
FIL Ltdin group FIL Ltd2,661$155K<0.01%-1,53213F-HRTimelineGroup
IFP Advisors, Inc2,466$144K<0.01%+1,18613F-HRTimeline
KBC Group NVin group KBC Group NV2,380$139K<0.01%-1,21413F-HRTimelineGroup
SIGNATUREFD, LLC2,351$137K<0.01%-20913F-HRTimeline
HARBOR CAPITAL ADVISORS, INC.2,213$129K0.01%+16713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,191$128K<0.01%-3,40513F-HRTimelineGroup
State of Wyoming2,172$127K0.02%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,983$116K<0.01%+3913F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.1,982$115K<0.01%+7113F-HRTimeline
GAMMA Investing LLC1,975$115K0.01%+10413F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,836$107K<0.01%+20013F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.1,765$103K0.01%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,750$101K<0.01%-8013F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK1,728$101K<0.01%+70713F-HRTimelineGroup
SSA SWISS ADVISORS AG1,645$96.2K0.05%013F-HRTimeline
Rossby Financial, LCC1,579$92K0.03%-16213F-HRTimeline
Steward Partners Investment Advisory, L…1,482$86.3K<0.01%+5913F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,342$78.2K<0.01%-9213F-HRTimeline
MAI Capital Management1,297$75.6K<0.01%+10613F-HRTimeline
Arax Advisory Partners1,249$72.8K<0.01%+31413F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.1,133$66K<0.01%+43113F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Brooklyn Investment Group1,073$62.5K0.01%+35713F-HR/ATimeline
Farther Finance Advisors, LLC1,052$61.3K<0.01%+87713F-HRTimeline
DANSKE BANK A/S1,000$58.3K<0.01%+90013F-HRTimeline
Nova Wealth Management, Inc.1,000$58.3K0.04%-22313F-HRTimeline
Advisors Asset Management, Inc.989$57.6K<0.01%-28313F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.938$54.6K<0.01%+62713F-HRTimelineGroup
Atlantic Edge Private Wealth Management…925$53.9K0.01%+7513F-HRTimeline
Quarry LP886$51.6K0.01%new13F-HRTimeline
GeoWealth Management, LLC875$51K<0.01%new13F-HRTimeline
UMB Bank, n.a.743$43.3K<0.01%+51913F-HR/ATimeline
Geneos Wealth Management Inc.727$42.4K<0.01%-52513F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management544$31.7K<0.01%-1,79513F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P542$31.6K<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC480$28K<0.01%-1713F-HRTimeline
Blue Trust, Inc.442$25.8K<0.01%+113F-HRTimeline
Costello Asset Management, INC402$23.4K0.01%013F-HRTimeline
NewEdge Advisors, LLC400$23.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC380$22K<0.01%+2713F-HRTimelineGroup
Wilmington Savings Fund Society, FSB377$22K<0.01%013F-HRTimeline
Clearstead Trust, LLC359$20.9K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC335$20K<0.01%+313F-HRTimelineGroup
CoreCap Advisors, LLC307$17.9K<0.01%+613F-HRTimeline
Sound Income Strategies, LLC304$17.7K<0.01%-18713F-HRTimeline
Investors Research Corp300$17.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$17.5K0.01%013F-HRTimeline
DT Investment Partners, LLC273$15.9K<0.01%013F-HRTimeline
Covestor Ltd257$15K0.01%-1,24313F-HRTimeline
Headlands Technologies LLC254$14.8K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC257$13.7K<0.01%new13F-HRTimeline
True Wealth Design, LLC231$13.5K<0.01%+9713F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC215$12.5K<0.01%013F-HRTimelineGroup
WHITTIER TRUST CO211$12.3K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust202$11.8K<0.01%+413F-HRTimeline
SUMMIT SECURITIES GROUP LLC200$11.7K<0.01%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB184$10.7K<0.01%+1413F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …182$10.6K<0.01%13F-HRTimelineGroup
Prestige Wealth Management Group LLC176$10.3K<0.01%013F-HR/ATimeline
Rosenberg Matthew Hamilton175$10.2K<0.01%new13F-HRTimeline
CX Institutional168$10K<0.01%013F-HR/ATimeline
Bell Investment Advisors, Inc154$8.97K<0.01%013F-HRTimeline
MASECO LLP148$8.64K<0.01%13F-HRTimeline
Westside Investment Management, Inc.143$8.36K<0.01%new13F-HRTimeline
Crewe Advisors LLC137$7.98K<0.01%+8113F-HRTimeline
VISION FINANCIAL MARKETS LLC126$7.32K0.01%+113F-HRTimeline
Moisand Fitzgerald Tamayo, LLC111$6.47K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC112$6.45K<0.01%-15813F-HRTimeline
Compass Financial Services Inc108$6.28K<0.01%-27513F-HRTimeline
TD Capital Management LLC101$5.87K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC83$4.84K<0.01%013F-HRTimeline
Missouri Trust & Investment Co75$4.37K<0.01%013F-HRTimeline
LRI Investments, LLC75$4.37K<0.01%013F-HRTimeline
NewSquare Capital LLC71$4.14K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC71$4K<0.01%-5013F-HRTimeline
West Branch Capital LLC68$3.96K<0.01%013F-HRTimeline
TRUST CO OF VERMONT66$3.85K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…65$3.79K<0.01%+513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO59$3.44K<0.01%-1,30013F-HRTimelineGroup
Boreal Capital Management LLC50$2.93K<0.01%13F-HRTimeline
TOTH FINANCIAL ADVISORY CORP36$2.1K<0.01%new13F-HRTimeline
Roble, Belko & Company, Inc29$2K<0.01%+113F-HRTimeline
Bruce G. Allen Investments, LLC31$1.81K<0.01%013F-HRTimeline
Mountain Hill Investment Partners Corp.28$1.63K<0.01%+113F-HRTimeline
Archer Investment Corp27$1.59K<0.01%013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC25$1.46K<0.01%new13F-HR/ATimeline
SIERRA OCEAN, LLC23$1.34K<0.01%013F-HRTimeline
Sachetta, LLC22$1.28K<0.01%013F-HRTimeline
Bogart Wealth, LLC20$1.19K<0.01%+413F-HRTimeline
GPS Wealth Strategies Group, LLC19$1.11K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC19$1.08K<0.01%+113F-HRTimeline
LANARK FINANCIAL, INC.32$1K<0.01%new13F-HRTimeline
TSFG, LLC21$1K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.17$991<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC17$990<0.01%-1513F-HRTimeline
Cromwell Holdings LLC14$820<0.01%new13F-HRTimeline
Financial Management Professionals, Inc.13$761<0.01%013F-HRTimeline
WPG Advisers, LLC13$757<0.01%013F-HRTimeline
Bare Financial Services, Inc12$699<0.01%new13F-HRTimeline